News and resources for Canada's top financial advisors
Tax Strategies
The government’s upped the tax rate
By Doug Carroll |February 14, 2014
2 min read
Estate Planning
Cut your clients’ bill with this common strategy
By David A. Altro and Jonah Z. Spiegelman |February 14, 2014
4 min read
Tax News
Clients who benefit from charity won’t always get the tax break
By Jamie Golombek |February 14, 2014
3 min read
Failure to plan means headaches for clients and advisors
By Elaine Blades |February 14, 2014
Why read this? Before registering Why register? Note: If she’s previously registered her business for one of the above, CRA has already assigned a business number. Note: If she’s registered the business in Ontario, British Columbia, Manitoba, New Brunswick, Nova Scotia or Saskatchewan, she’ll automatically get a CRA business number. What to do Your client […]
By Jessica Bruno |February 14, 2014
The government’s quashed graduated rates for testamentary trusts after three years for all but disabled beneficiaries. But that exception may not be enough.
By Melissa Shin |February 13, 2014
Industry
Even though Canadian newcomers will no longer get a 60-month tax exemption for foreign assets, experts agree the issue is being blown out of proportion.
By Suzanne Sharma |February 13, 2014
Budget 2014 has made it easier to get the maximum benefit from donations made by will.
By Dean DiSpalatro |February 13, 2014
There’s good news in Budget 2014 for people on the verge of retirement.
Yesterday’s federal budget will get mixed reviews from the wealthy.
February 12, 2014
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